· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KARLS SITE WORK, INC. — KARL'S SITE WORK, INC PROFIT SHARING & 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250408073034NAL0029402928001
KARLS SITE WORK, INC.
Form 5500-SF
FILING_RECEIVED
KARL'S SITE WORK, INC PROFIT SHARING & 401(K) PLAN
401(k) retirement plan
Active participants
32
Accounts w/ balance
32
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KARLS SITE WORK, INC.
.
Find decision makers
Plan sponsor
Name
KARLS SITE WORK, INC.
EIN
04-3056275
Address
327 RIVER ROAD · HADLEY, MA · 01035
Phone
(413) 549-5396
Industry
Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Construction plans
C. H. & D. ENTERPRISES, INC.
C. H. & D. ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN
$1.3M · 24 participants
JVS INDUSTRIAL & COMMERCIAL CO
JVS INDUSTRIAL & COMMERCIAL CO 401(K) PROFIT SHARING PLAN & TRUST
$1.3M · 55 participants
TST FAB AND MACHINE LLC
TST FAB AND MACHINE LLC
$1.3M · 46 participants
C-ZERO, INC.
C-ZERO, INC. 401(K) PLAN
$1.3M · 22 participants
S & S PAVING AND CONSTRUCTION, INC.
S & S PAVING AND CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.3M · 187 participants
SWIFT TECTONICS, INC.
THE CONTRACTORS RETIREMENT PLAN
$1.3M · 17 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
